Position in MFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$281,301
+$54,721 QoQ
Shares Held
6,944
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#504
of 805 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MFC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $2,668,482 across 4 Insurance - Life names. MFC ranks #4 (10.5% of the industry book) .
All Filings in MFC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,301 | 6,944 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $226,580 | 6,579 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||